CPA Services
Income, Trust, Estate, Gift, and trustee tax preparation
- 1040 Individual Income Tax returns
- 706/709 Estate and Gift Tax Returns
- 1041 fiduciary Income Tax Returns for estates and trusts
- Meals, sales, rooms & occupancy tax returns
Audits, Reviews, & Compilations
- We provide audit, reviews, and compilation services for our clients. Our focus is working with closely held business in the service, manufacturing, and wholesale industries and not for profit organizations.
Payroll Processing
- Processing of payroll checks
- Filing of payroll tax returns
- Scheduling of required tax payments
- Assistance with workers comp audits
- Assistance with correspondence with federal and state governments
- We take the burden so you don’t have to
Bookkeeping
- Whether you need comprehensive bookkeeping service to handle recording and reconciling of all your transactions or assist with the occasional question. We have the experience and staff to handle your needs.
Tax Planning
- Avoid the unexpected by planning. We can help you understand and deal with changing tax laws like the Tax Cuts and Jobs act of 2017.
- Having sufficient withholding from payroll due to bonus’ or the new tax bill.
- Taking advantage of the Qualified Business Income Deduction for businesses and self-employed individuals.
- Calculation of quarterly estimated tax payments
- Maximizing deductions and timing of fixed asset purchases.
Business Consulting
We offer assistance to our clients evaluating financial decisions and tax implications both personally and in business. Whether related to structuring a business, selling a business, or options for retirement savings. We can offer suggestions that could help you make the right decision.
